Sterneck Capital Management’s American Express AXP Stock Holding History

Sterneck Capital Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,257	Closed	-$380K	–	106
2026 Q1	$380K	Hold	1,257	–	–	0.17%	72
2025 Q4	$465K	Hold	1,257	–	–	0.21%	56
2025 Q3	$418K	Hold	1,257	–	–	0.19%	64
2025 Q2	$401K	Hold	1,257	–	–	0.2%	63
2025 Q1	$338K	Hold	1,257	–	–	0.18%	68
2024 Q4	$373K	Buy	1,257 +302	+32%	+$86.8K	0.2%	54
2024 Q3	$259K	Buy	+955	New	+$238K	0.14%	73
2017 Q1	–	Sell	-19,058	Closed	-$1.41M	–	122
2016 Q4	$1.41M	Sell	19,058 -310	-2%	-$21.5K	0.91%	39
2016 Q3	$1.24M	Sell	19,368 -660	-3%	-$42.4K	0.83%	41
2016 Q2	$1.22M	Sell	20,028 -380	-2%	-$24.1K	0.81%	35
2016 Q1	$1.25M	Sell	20,408 -1,135	-5%	-$66K	0.88%	34
2015 Q4	$1.5M	Sell	21,543 -12,700	-37%	-$924K	0.95%	34
2015 Q3	$2.54M	Sell	34,243 -3,667	-10%	-$282K	1.67%	20
2015 Q2	$2.95M	Buy	37,910 +2,853	+8%	+$226K	1.62%	20
2015 Q1	$2.74M	Buy	+35,057	New	+$2.91M	1.47%	25

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Sterneck Capital Management's AXP Position: Q2 2026 in Review

Sterneck Capital Management sold out of American Express (AXP) in Q2 2026, closing a stake of 1,257 shares — an estimated $380K sold.

Sterneck Capital Management first reported a position in AXP in Q1 2015 and held it in 15 quarters. The position peaked at $2.95M in Q2 2015. 3,016 funds tracked by Wall St. Rank hold AXP as of Q2 2026.

Sterneck Capital Management reported no remaining American Express position as of Q2 2026 after selling out during the quarter.
Sterneck Capital Management sold 1,257 American Express shares in Q2 2026, an estimated $380K.
Sterneck Capital Management first reported a position in American Express in Q1 2015 and held it in 15 quarters.
Sterneck Capital Management's American Express position peaked at $2.95M in Q2 2015.
3,016 funds tracked by Wall St. Rank held American Express as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.